Mariner
PIZ icon

Mariner’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Mariner’s Portfolio PIZ Stock Details PIZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-446
Closed -$11K – 723
2016
Q3 		$11K Buy
+446
New +$10.4K ﹤0.01% 729

Other funds holding PIZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NewSquare Capital
NewSquare Capital Newtown Square, Pennsylvania $1.38B AUM 24% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Prospera Financial Services
Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return

Mariner's PIZ Position: Q4 2016 in Review

Mariner sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q4 2016, closing a stake of 446 shares — an estimated $11K sold.

Mariner first reported a position in PIZ in Q3 2016 and held it in 1 quarter. The position peaked at $11K in Q3 2016. 49 funds tracked by Wall St. Rank hold PIZ as of Q4 2016.

  • Mariner reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q4 2016 after selling out during the quarter.
  • Mariner sold 446 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q4 2016, an estimated $11K.
  • Mariner first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q3 2016 and held it in 1 quarter.
  • Mariner's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $11K in Q3 2016.
  • 49 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q4 2016.

Based on Mariner's 13F filing for Q4 2016, filed 14 Feb 2017.